Financial Administrator​/Pa

FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

Our client is looking for an Administrator to join their expanding team based in Macclesfield. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.

• Provide high level technical and administrative support to the adviser.
• Deal effectively with queries from clients and other parties through effective communication;
• Prepare files including compliance required documentation; research; illustrations and supporting documentation;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Pipeline management
  
  Process applications accurately and record the required management information;
• Request information from 3rd parties and follow up on outstanding requirements.
• Collate information for paraplanners.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
• Record completion dates on tracker and all the relevant documentation on file.
• Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;
• Coordinate internal projects and determine the best use of resources to increase customer satisfaction;
• Monitor and measure client satisfaction.

• Experience in client servicing sector (desirable).
• Experience of data collation and entry (desirable).
• Experience in cashflow management (desirable).

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Excellent written communication skills;
• Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, One Note, Teams );
• Good organisation skills;
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.
• Professional and confident in dealing with people, working with total discretion at all times;
• Confident decision maker.